Nvidia has dominated the AI chip market for years, but its days of total dependence are coming to an end.
OpenAI just announced plans to spice things up with its custom inference chip, Jalapeño, co-developed with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building ways out of single-supplier risk. The goal is not a clean break, but rather a hedge. Custom silicon means more control, hardware tailored to your specific needs, and the kind of performance improvements Apple unlocked when it dumped Intel.
In this episode of TechCrunch’s Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what the custom chip trend means for the industry and some of the week’s notable deals. Listen to the full episode to hear more about what’s next.
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